Position in KRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,722,367
+$1,275,221 QoQ
Shares Held
230,794
-0.1% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 142 holders
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KRT Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $165,531,290 across 16 Packaging & Containers names. KRT ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
748,309 | $46,694,479 | |
| 2 | AVY |
Avery Dennison Corp
|
173,690 | $28,198,567 | |
| 3 | SW |
Smurfit Westrock plc
|
523,612 | $24,222,288 | |
| 4 | PKG |
Packaging Corp Of America
|
93,040 | $22,169,568 | |
| 5 | IP |
International Paper Co /New/
|
437,887 | $16,683,492 | |
| 6 | AMCR |
Amcor plc
|
361,038 | $15,650,994 | |
| 7 | KRT |
Karat Packaging Inc.
This page
|
230,794 | $7,722,367 | |
| 8 | CCK |
Crown Holdings, Inc.
|
14,765 | $1,651,020 |
All Filings in KRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,722,367 | 230,794 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,447,146 | 230,915 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,216,084 | 231,107 | Shares | Defined | 2026-02-12 | |
| 2023-06-30 | $537,462 | 29,450 | Shares | Defined | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||